亚洲先杀AI，美股随后暴涨：市场开始要业绩证明

from 投研随身听 · host 慢研播客

7月30日，A股和港股先处理AI硬件的拥挤交易与杠杆出清；亚洲收盘后，微软财报提供了新的盈利证据，美股重新买回AI基础设施。本期不把三个市场的涨跌机械拼在一起，而是解释它们所处的信息时点：AI交易没有结束，但市场的验证标准正从“有投入、有故事”转向“有收入、有回报”。数据交易日：2026年7月30日。本节目仅供个人研究与学习，不构成投资建议。

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亚洲先杀AI，美股随后暴涨：市场开始要业绩证明

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